WFA of San Diego’s Walt Disney DIS Stock Holding History

WFA of San Diego’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Sell	166 -424	-72%	-$44.8K	0.01%	268
2025 Q4	$67.1K	Sell	590 -150	-20%	-$16.5K	0.05%	169
2025 Q3	$84.7K	Hold	740	–	–	0.06%	157
2025 Q2	$91.8K	Buy	+740	New	+$76.9K	0.07%	146
2024 Q3	$54.7K	Hold	568	–	–	0.05%	178
2024 Q2	$56.4K	Buy	+568	New	+$61.1K	0.05%	169
2023 Q3	$74.2K	Hold	916	–	–	0.08%	139
2023 Q2	$81.8K	Buy	+916	New	+$86.8K	0.08%	127
2023 Q1	–	Sell	-1,367	Closed	-$119K	–	146
2022 Q4	$119K	Buy	+1,367	New	+$131K	0.09%	125
2022 Q3	–	Sell	-967	Closed	-$91K	–	157
2022 Q2	$91K	Buy	+967	New	+$107K	0.08%	121
2022 Q1	–	Sell	-1,207	Closed	-$187K	–	102
2021 Q4	$187K	Buy	1,207 +220	+22%	+$35.5K	0.11%	118
2021 Q3	$167K	Buy	+987	New	+$176K	0.12%	112
2020 Q3	–	Sell	-13,246	Closed	-$1.9M	–	110
2020 Q2	$1.9M	Buy	+13,246	New	+$1.46M	0.45%	49

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFA of San Diego's DIS Position: Q1 2026 in Review

WFA of San Diego reduced its Walt Disney (DIS) stake by 72% in Q1 2026, selling an estimated $44.8K and leaving 166 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #268.

WFA of San Diego first reported a position in DIS in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.9M in Q2 2020. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

WFA of San Diego held 166 shares of Walt Disney worth $16K as of Q1 2026.
WFA of San Diego sold 424 Walt Disney shares in Q1 2026, an estimated $44.8K.
Walt Disney made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #268 holding.
WFA of San Diego first reported a position in Walt Disney in Q2 2020 and has held it in 13 quarters since.
WFA of San Diego's Walt Disney position peaked at $1.9M in Q2 2020.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.